Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
61.7KNew |
$5.48M - $5.76M
|
61.7K
$5.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
239+ 19.37% |
$21.2K - $22.3K
|
1.47K
$131K
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
376K+ 15.59% |
$33.4M - $35.1M
|
2.79M
$247M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-420- 5.7% |
$37.3K - $39.2K
|
6.95K
$617K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.0% |
$621 - $654
|
705
$62.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
8+ 0.35% |
$710 - $747
|
2.33K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
109+ 4.84% |
$9.68K - $10.2K
|
2.36K
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-50- 0.5% |
$4.44K - $4.67K
|
9.96K
$884K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.16K+ 16.59% |
$191K - $201K
|
15.2K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
285+ 202.13% |
$25.3K - $26.6K
|
426
$37.8K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-35- 3.26% |
$3.11K - $3.27K
|
1.04K
$92.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.25K- 9.74% |
$111K - $117K
|
11.6K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.46KNew |
$219K - $230K
|
2.46K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.24K+ 23.66% |
$110K - $116K
|
6.48K
$575K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
371+ 12.75% |
$32.9K - $34.6K
|
3.28K
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.3% |
$178 - $187
|
675
$59.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
149+ 171.26% |
$13.2K - $13.9K
|
236
$20.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 25.06% |
$8.88K - $9.34K
|
499
$44.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 1.42% |
$8.88K - $9.34K
|
6.94K
$616K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.38K+ 18.12% |
$655K - $689K
|
48.1K
$4.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.12K+ 3.13% |
$277K - $291K
|
103K
$9.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 18.95% |
$129K - $136K
|
9.15K
$812K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 9.94% |
$3.02K - $3.17K
|
308
$27.3K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.42K- 25.57% |
$393K - $413K
|
12.9K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 7.14% |
$88.8K - $93.4K
|
13K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.01% |
$178 - $187
|
14.1K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.91K- 35.32% |
$170K - $179K
|
3.5K
$311K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.16% |
$178 - $187
|
1.26K
$112K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-771- 19.59% |
$68.4K - $72K
|
3.16K
$281K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$17.8K - $18.7K
|
200
$17.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
76+ 1.06% |
$6.75K - $7.1K
|
7.23K
$642K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
647K+ 116.56% |
$57.4M - $60.4M
|
1.2M
$107M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
495K+ 12345.2% |
$44M - $46.2M
|
499K
$44.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.25K- 6.25% |
$111K - $117K
|
18.7K
$1.66M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.65K+ 20.95% |
$146K - $154K
|
9.5K
$843K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$88.8 - $93.4
|
3.9K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.24K+ 7.34% |
$465K - $489K
|
76.6K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.08M- 29.81% |
$95.5M - $100M
|
2.53M
$225M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.08K- 1.54% |
$95.5K - $100K
|
68.9K
$6.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.65KNew |
$235K - $247K
|
2.65K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-1.69K- 1.19% |
$150K - $158K
|
140K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-85- 1.54% |
$7.55K - $7.94K
|
5.43K
$482K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-499- 6.01% |
$44.3K - $46.6K
|
7.81K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.59K- 4.17% |
$585K - $615K
|
151K
$13.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
3+ 0.4% |
$266 - $280
|
750
$66.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
210+ 5.34% |
$18.6K - $19.6K
|
4.14K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 54.72% |
$32.4K - $34.1K
|
1.03K
$91.6K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-297- 34.94% |
$26.4K - $27.7K
|
553
$49.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-1- 0.04% |
$88.8 - $93.4
|
2.61K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-92- 5.63% |
$8.17K - $8.59K
|
1.54K
$137K
|
|